Records and document chasing
Missing records, receipts and information requests chased on schedule until they arrive, without a member of staff maintaining the list. Automated follow-ups.
Industries: Accountants and bookkeepers
Automation for accountants and bookkeepers.
A practice's year is a calendar of deadlines and a mountain of chasing: records, receipts, approvals, signatures. Most of it is structured and repetitive, which makes accountancy one of the best-fit industries for automation there is.
The pattern
The work is judgement. The chasing is not.
Every practice knows the pattern: the January that eats December, the client who sends records in a carrier bag in the last week, the same reminder written forty times. The professional work is judgement and accuracy. The chasing, reminding and collecting around it is pure admin.
Systems can do the chasing relentlessly and politely, so qualified staff spend their hours on the work clients actually pay for. Brocklesby specialises in automation for practices, mapping the deadline calendar workflow by workflow before any build starts.
Where it saves time
The systems that pay for themselves fastest.
Deadline reminders
Filing and payment deadlines turned into a reminder programme for clients, reducing the last-minute crush. Email automation.
Client onboarding
Engagement letters, ID requests and setup steps sequenced automatically for every new client. Process automation.
Inbox triage
Client emails sorted by urgency and matter, so deadline-critical messages surface first. Inbox management.
Invoice chasing
The practice's own invoices chased politely and automatically. Invoice and payment chasing.
Website chatbot
Common client questions on services, deadlines and what to send, answered on your site day and night. AI website chatbot.
How it works
Built and proven before you pay.
The first system is scoped in a free audit, then built and tested on your real workflow before billing starts. Anything sensitive keeps human approval in the loop. If it does not work for your business, you do not accept it and you do not pay.
Free automation audit
Give your practice its January back.
Start a free audit and get a practical recommendation for the first system worth building.